Filings through .
1 of 17 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$61K in admin expenses, $414 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
4 funds of $250K or more; 5 lines in all, holding $12.1M of the plan's $22.3M. Recordkeeper: Principal.
| Fund | Dollars | % of funds% |
|---|---|---|
| Assets Investments, at fair value Manager not matched · Collective trust | $9.6M | 79.6% |
| Pooled Separate Accounts Manager not matched · Separate account | $820K | 6.8% |
| Employer contributions Manager not matched · Other | $786K | 6.5% |
| Registered Investment Companies Mutual Manager not matched · Mutual fund | $774K | 6.4% |
| Insurance Co. General Account Manager not matched · Insurance contract | $84K | 0.7% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity “ Self-Directed Brokerage Account | $2.7M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 5 by compensation.
| Provider | Compensation |
|---|---|
Service code 49 · EIN 52-2114207 Other Services | $20,469 |
PRINCIPAL FINANCIAL GROUP7 years Filed as: PRINCIPAL LIFE INSURANCE COMPANY Service code 13 · EIN 42-0127290 Contract Administrator | $14,731 |
Service code 13 Contract Administrator | $2,739 |
Filed as: WHILSHIRE ASSOCIATES INCORPORATED Service code 27 Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025